b Appendix
Transcript of b Appendix
-
7/25/2019 b Appendix
1/43
Appendix B: Forms
Table of Contents
APPENDIX
APPENDIX A: GLOSSARY
APPENDIX B: FORMS
PM - 01 Project Statement
PM - 02 - 0 Project Management Plan: Project Approval
PM - 02 - 1 Project Management Plan: Project Summary
PM - 02 - 2 Project Management Plan: Project Charter
PM - 02 - 3 Project Management Plan: Project Tradeoff Matr! " Statu# Summary
PM - 02 - $ Project Management Plan: Actvty %#t &'or( )rea(do*n Structure+
PM - 02 - , Project Management Plan: 'or( Product dentfcaton
PM - 02 - . Project Management Plan: /#tmated Co#t At Completon
PM - 02 -10 Project Management Plan: Project eurement#
PM - 02 11
PM - 02 - 11a
Project Management Plan: #( Management 'or(#heet
#( dentfcaton SummaryPM - 02 - 12 Project Management Plan: Confguraton Management Plan
PM - 02 - 13 Project Management Plan: ualty Plan
PM - 02 - 14 Project Management Plan: Top 5ve ##ue#
PM - 02 - 1$ Project Management Plan: ##ue Statu#
PM - 03 Project /#tmate Summary 'or(#heet
PM - 04 Ta#( Analy## 5orm
PM - 0, Project Start-6p Chec( %#t
PM - 07 Statu# eport
PM - 0. Actvty Trac(ng Ta8le
PM - 09 Change Management
PM - 10 ##ue e#oluton 5orm
PM - 11 P/ Template
PM - 12 T Project ec#on %#t
-
7/25/2019 b Appendix
2/43
Appendix B: Forms
Table of Contents
Number Name
PM - 01 Project Statement
PM - 02 - 0 Project Management Plan: Project Approval
PM - 02 - 1 Project Management Plan: Project Summary
PM - 02 - 2 Project Management Plan: Project Charter
PM - 02 - 3 Project Management Plan: Project Tradeoff Matr! " Statu# Summary
PM - 02 - $ Project Management Plan: Actvty %#t &'or( )rea(do*n Structure+
PM - 02 - , Project Management Plan: 'or( Product dentfcaton
PM - 02 - . Project Management Plan: /#tmated Co#t At Completon
PM - 02 -10 Project Management Plan: Project eurement#
PM - 02 11
PM - 02 - 11a
Project Management Plan: #( Management 'or(#heet
#( dentfcaton Summary
PM - 02 - 12 Project Management Plan: Confguraton Management Plan
PM - 02 - 13 Project Management Plan: ualty Plan
PM - 02 - 14 Project Management Plan: Top 5ve ##ue#
PM - 02 - 1$ Project Management Plan: ##ue Statu#
PM - 03 Project /#tmate Summary 'or(#heet
PM - 04 Ta#( Analy## 5orm
PM - 0, Project Start-6p Chec( %#t
PM - 07 Statu# eport
PM - 0. Actvty Trac(ng Ta8le
PM - 09 Change Management
PM - 10 ##ue e#oluton 5orm
PM - 11 P/ Template
PM - 12 T Project ec#on %#t
-
7/25/2019 b Appendix
3/43
1 of 7
Project Statement
A. General Information
Information to be proided in t!is section is "eneral in nat#re and $#ic%l& proides t!e necessar&
information pertainin" to t!e or"ani'ation of t!e project and project participants(
Proe!t Name: Date:
State or"ani#ation: Submitte$ B%:
Please ans)er t!e follo)in" $#estions b& mar%in" *+es, or *No, and proidin" a brief response as appropriate Ye& No
# th# an updated Project Statement; # #o< rea#on for update:
# concept development effort funded; f ye#< ho* much=======================================
# th# a follo*-on to a prevou# project; f >ye#
-
7/25/2019 b Appendix
4/43
2 of 7
Project Statement
B. Proe!t '(arter:
Bu&ine&& Problem.
Provde a 8ref conc#e de#crpton of the 8u#ne## pro8lem;
Statement of )or* +Goal,.
The #tatement #hould 8e #hort< prec#e and clear;
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
5/43
3 of 7
Project Statement
Proe!t Obe!ti-e&:
Provde a 8ref< l#t of *hat the project # to accompl#h; The project o8jectve# are a detaled ver#on of
the #tatement of *or(; Ta(en *th the #tatement of *or(< the o8jectve# defne the 8oundare# cope+ of
the project; The o8jectve #tatement can al#o 8e #een a# a decompo#ton of the #tatement of *or( nto a#et of nece##ary and #uffcent o8jectve #tatement;
=8jectve# may nclude 8oth #hort and long-term o8jectve#;
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
6/43
4 of 7
Project Statement
'. Su!!e&& Fa!tor&:
%#t factor# that *ll 8e u#ed to determne the #ucce## of the project; Th# part of the project #tatement #houldan#*er the ue#ton< >?o* do *e (no* t the project *a# #ucce##ful@ t # e##ental that the crtera 8e
uantfa8le and mea#ura8le; Short-term #ucce## factor# are u#ed to determne f a project # complete;
S!ort Term
9on" Term
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
7/43
$ of 7
Project Statement
D. Strate"i! an$ Ba!*"roun$ Information:
Plea#e an#*er the follo*ng ue#ton# 8y mar(ng >Be# or >o;Ye& No
# the project con##tent *th the #tate organaton )u#ne## PlanD; f not< *hy not;
# the project dentfed n the #tate organaton T #trategc plan; f not< *hy not;
Bu&ine&& Area or I Area Im/a!te$.Chec( all approprate functon#.
Project Management Plannng ocument Trac(ng Program-#pecfc ataManagement #y#tem
Euman e#ource# Procurement 'or(flo* Management Eelp e#(
5nancal Fear 2000 e#( Top Productvty
Ot(er Bu&ine&& Fun!tion&:
%/e& of e!(nolo"%.dentfy technology area# that mght apply to th# project; Chec( all approprate categore#;
S% ata8a#e eal Tme /!pert Sy#tem %A@Clent ServerArchtecture
magng 'A@Gnternet e#(top applcaton
Man 5rame Soluton /lectronc ata nterface CDADD Hther
Ot(er e!(nolo"% Area&:
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
8/43
Project Statement
E. Plannin" Bu$"et:
A #mall amount of hgh-level plannng nformaton #hould 8e provded *th th# project #tatement f any #Da8leeffort of 8u#ne## analy## need# to 8e completed; f not< th# #ecton may 8e omtted;
Provde a l#t of actvte# to complete the concept and plannng pha#e#; There #hould 8e appro!mately 2 to 10
ta#(#;
Actiit&
Actiit& Description of Da&s Estimated
Cost
1ilestone
T/TA9
Attach a #chedule for the#e ta#(# f avala8le;
F. 0i"( Le-el Plan
6#e the follo*ng ta8le to e#tmate the overall co#t of the propo#ed project after the project plan # approved;
emem8er that the#e co#t fgure# are to 8e general e#tmate#; The detaled project plan *ll follo* n the
plannng pha#e;
Actiit&
Actiit& Description of Da&s Estimated
Cost
1ilestone
T/TA9
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a# , of 7
-
7/25/2019 b Appendix
9/43
Project Statement
G. Plannin" Finan!ial an$ S!(e$ule Information:
/#tmated )udget %o*:
?gh:
/#tmated Start ate:
&tr; and Br;+
/#tmated %ength
&Month#+
/#tmated Completon ate:
&tr; and Br;+
5#cal Bear 1 ollar# 5#cal Bear 2 ollar#
0. Ot(er relate$ information:
I. O-erall /(a&e& of 1or* an$ e2/e!te$ timeframe&:
3. Relate$ a&&um/tion&:
State Or"ani#ation: 5elease 6(3 ITEC P1078
Copyrght 1999-200. State of Ban#a# 7 of 7
-
7/25/2019 b Appendix
10/43
Project 1ana"ement Plan: Project Approal
ITEC P5/;ECT 1ANA>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Project 1ana"er:
Approals:
Project 1ana"er Prime Contractor 1ana"er 0 2if applicable4
State /r"ani'ation 1ana"ement. ?ser 1ana"ement
Steerin" Committee C!airman
/ersi"!t 1ana"er 0 2if applicable4 Project Sponsor
CIT/ 0 2if applicable4
The a8ove #gnature# repre#ent agreement *th the attached plan ncludng agreement *th the actvte#< the r#(#< the effort and the co#t of thea##ocated projectD
Proe!t Name: Start Date:
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 7Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
11/43
Project 1ana"ement Plan: Project Approal
State Or"ani#ation:: Submitte$ b%:
Prime 'ontra!tor: Date A1ar$e$:
'urrent Sta"e of
Proe!t:
De-elo/ment Life '%!le +De&i"n4 De-elo/ment4 Inte"ration or e&tin" or Im/lementation,
Proe!t i& OnS!(e$ule:
Ye&: No:
Detail&:
Proe!t i&1it(in Bu$"et:
Ye&: No:
'omment&:
Please ans)er t!e follo)in" $#estions b& mar%in" *+es, or *No, and proide a brief response as appropriate Ye& No
# th# an updated Project Plan; f #o< rea#on for 6pdate:
)udget for project 8y f#cal year and # project funded; f #o< for *hat amount+ and perod+:
)udget Amount: Fear: 5unded;)udget Amount: Fear: 5unded;
)udget Amount: Fear: 5unded;
Total )udget:
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 7Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
12/43
Project 1ana"ement Plan: Project S#mmar&
Point& of 'onta!t
Th# #hould 8e the l#t of ndvdual# that *ll 8e nvolved *th the project durng the e!ecuton pha#eD
Position Name./r"ani'ation P!one E0mail
Project 1ana"er
Senior 1ana"ementSponsor
Senior Tec!nical Sponsor
Proc#rement Contact
C#stomers:
/t!er Sta%e!olders 2Top
34:
Prime 'ontra!tor Information
'om/an%:
Position Name P!one E0mail
Project 1ana"er
Senior Tec!nical Sponsor
Contracts Contact
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 8Copyrght 1999-200. State of Ban#a# Page 2 of 2
-
7/25/2019 b Appendix
13/43
Project 1ana"ement Plan: Project C!arterProe!t: Date:
Bu&ine&& Problem.
Statement of )or* +Goal,.
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 6Copyrght 1999-200. State of Ban#a# Page 1 of 2
-
7/25/2019 b Appendix
14/43
Project 1ana"ement Plan: Project C!arterProe!t: Date:
Proe!t Obe!ti-e&:
Provde a 8ref< conc#e l#t of *hat the project # to accompl#hD
1D
2D
3D
4D
$D
,D
Su!!e&& Fa!tor&:
%#t factor# that *ll 8e u#ed to determne the #ucce## of the projectD
Short-Term1D2D3D
%ong-Term1D2D
3D
Proe!t De/en$en!ie&5'on&traint&:
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 6Copyrght 1999-200. State of Ban#a# Page 2 of 2
-
7/25/2019 b Appendix
15/43
Project 1ana"ement Plan: Project Tradeoff 1atrix and Stat#s S#mmar&Proe!t: Date:
Sc!ed#le Scope 5eso#rces
dentfy vara8le to 8e CH@STA@/< MPHI/< ACC/PT/
'omment&:
@.0 Stat#s
Team Tec! Sc!ed#le Cost Comment
-GJ -GJ -GJ
-GJ -GJ -GJ
-GJ -GJ -GJ
-GJ -GJ -GJ
-GJ -GJ -GJ
#cu##:
9e"end
J K Ahead of Schedule
- K )ehnd Schedule
G K Hn Schedule
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 3Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
16/43
Project 1ana"ement Plan: Actiit& 9ist 2or% Brea%do)n Str#ct#re4Proe!t: Date:
Provde an actvty l#t &*or( 8rea(do*n #tructure+that de#cr8e# each ta#( reured 8y the project
A!ti-it% 6 A!ti-it% Name De&!ri/tion Role& Ela/&e$Da%&
)or*0our&
Start Date De/en$en!% Mile&tone 27Ref
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
17/43
Project 1ana"ement Plan: or% Prod#ct IdentificationProe!t: Date:
Deli-erable Name Due Date Date Deli-ere$ Point of 'onta!t
State Or"ani#ation: 5elease 6(3 ITEC P1 76 0 Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
18/43
Project 1ana"ement Plan: Estimated Cost At CompletionProe!t: Date:
An a##e##ment of the total effort and co#t at completon of the projectD
Anal%&i& in 0our& Anal%&i& in Dollar&
)BSNo.
A!ti-it% De&!ri/tion Bu$"et
0our&
A!tual
0our&
E&t. to'om/lete
E&t. 8'om/le
te
9arian!e+ ;
More,
Bu$"et complete? only afternternal A ha# 8een #ucce##fully
completed;.D, 'll there 8e a formal proce## for
#u8mttng< loggng< trac(ng< and reportngof tem# undergong A throughout the#u8mt-te#t-re*or(-re#u8mt-rete#t cycle;
.D7 'll #tat#tc# related to A 8e collected andpro8lem# ra#ed a# ##ue#;
.D. 'll the A related nformaton 8e reportedregularly a# part of the Statu# eportngmechan#m#;
Comments:
State Or"ani#ation: 5elease 6(3 ITEC P1 0 7
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
35/43
Stat#s 5eport
Project: Date:=================
Su8mtted 8y: Project Hrganaton Area:
Project #: Hn Plan Ahead of Plan )ehnd Plan
eportng Perod: 5rom: ===G===G=== To: ===G===G===
C#rrent Actiit& Stat#s:The de#crpton of actvty #hould not #pan more than 2E3 lne#; Actvte# #hould 8e ln(ed to the project ta#(# l#t or ')S;
Si"nificant Accomplis!ments:
Planned Actiities for next period:
The de#crpton of each actvty #hould not #pan more than 2E3 lne#; Actvte# #hould 8e ln(ed to ')S and 'P;
State Or"ani#ation: 5elease 6(3 ITEC P1 0 7
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
36/43
Stat#s 5eport
Financial Stat#s:
Planned Fer#u# Actual Co#t#:
Planned Fer#u# Actual Schedule:
Planned Fer#u# Actual Staffng:
/TC Projecton &Tme+:/AC Projecton &Co#t+:
Tec!nical Stat#s.Iss#es:
1ajor Action Items:
C#rrent 5is% Stat#s:
State Or"ani#ation: 5elease 6(3 ITEC P1 0 7
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
37/43
Actiit& Trac%in" TableProe!t: Date:
BS Actiit& Description Depend /)ner Planned Sc!ed#le Act#al Sc!ed#le Tar"et Sc!ed#le
Start 5n#h urD Start 5n#h urD Start 5n#h urD
Comment#:All actvte# that are not meetng planned date# need to defne: rea#on< approach to 8rng nto conformance< and mpact;
State Or"ani#ation: 5elease 6(3 ITEC P1 0 7Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
38/43
C!an"e 1ana"ementProe!t: Date:
Control N#mber: >>>>>>>>>>>>>>>>>>
C!an"e Proposal Title:============================== Date Created:===================
/ri"inator:======================================= /r"ani'ation: ==================
Proposed C!an"e Description and 5eferences:
;#stification:
Impact of Not Implementin" Proposed C!an"e:
Alternaties:
State Or"ani#ation: 5elease 6(3 ITEC P1 0 7J
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
39/43
C!an"e 1ana"ementProe!t: Date:
Initial Impact Anal&sis
Baselines Affected:
Confi"#ration Items Affected:=========================================================
Cost . Sc!ed#le Impact Anal&sis 5e$#iredK No>>> +es>>>
Anal&sis Prepared b&:=================================
Impact on Cost:======================================
Impact on Sc!ed#le:==================================
Impact on 5eso#rces:=================================
Final 5eie) 5es#lts:
5eie) Date:============================
Classification: ====LI
-
7/25/2019 b Appendix
40/43
Iss#e 5esol#tion FormProe!t: Date:
Control N#mber>>>>>>>>>>>>>>>>>>>>>
Page 1G2
Project Name:================================ Date:============
5e$#ester:================================/r"ani'ation:=======================
Iss#e T&pe 2c!ec% one4
===5e$#est for Information ===S&stem Problem ===Proced#ral Problem ===/t!er
2Specif&4============================================================================
Description:
5ecommendation
Impact 2if not resoled4
Date 5esol#tion Needed:========================
Proposed Assi"nee:============================Attac!ments 2if an&4:
State Or"ani#ation: 5elease 6(3 ITEC P1 0 87
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
41/43
Iss#e 5esol#tion FormProe!t: Date:
Page 2G2
5eie)er:================================== 5eie) Completion Date:================
5eie)er Comments:
Estimate of Additional Effort:
Cost . Sc!ed#le Impact Anal&sis 5e$#iredK +es>>> No>>>
5eso#rce 5e$#irements >>>>>>>>>>>>>>>>>>>> or% Da&s or Cost =============================== ===========
==================== =============================== =============================== ===========
5ecommendation 2c!ec% one4
===Accept ===Defer ===Need Additional Information ===5eject
Assi"ned to:=========================== /r"ani'ation:=============================
Planned Completion Date:========================
Comments:
Project 1ana"er Si"nat#re:================================== Date:===================
Act#al Completion Date:============== Approal Si"nat#re:==============================
State Or"ani#ation: 5elease 6(3 ITEC P1 0 87
Copyrght 1999-200. State of Ban#a#
-
7/25/2019 b Appendix
42/43
8Post Implementation Eal#ation 5eport Template
The T/C Polcy 2$30 e#ta8l#he# reurement# for a Po#t mplementaton /valuaton eport&P/+D The report # referenced n the Project Management Methodology manual under the>Clo#e Hut? #ectonD The P/ document# the h#tory of a project and provde#
recommendaton# for other project# of #mlar #e and #copeD The P/ # to 8e completed oneach project *hen cancelled or completedD A copy need# to 8e provded to the approprate8ranch Chef nformaton Technology Hffcer &CTH+ mmedately follo*ng projectcompleton or cancellaton 8ut no longer than #! month#D
Sample Ta8le of Content#:/!ecutve SummaryProject H8jectve#)u#ne## Area#Project Per#onnel and HrganatonProject E#tory and Tme lne
#( A##e##ment and Mtgaton Technue#Change Control< ualty and Confguraton Management Technue#Project CommuncatonCu#tomer /!pectaton#Project e#ult#5nancal ata%e##on# %earnedecommendaton# for 5uture Project#
Sample P/ eport:/!ecutve Summary
#cu##on of (ey pont# of the project &ma!mum 1 page+Project H8jectve#
'hat *ere the o8jectve# the project *a# to accompl#h'hat *a# the 8u#ne## pro8lem that needed to 8e #olved
)u#ne## Area#'ho *ere the project cu#tomer# and a de#crpton of the 8u#ne## area# covered 8y theproject
Project Per#onnel and HrganatonA l#tng of project per#onnel ncludng ther functonal ttleThe project Hrganatonal Chart
Project E#tory and TmelneAn overve* of the major actvte# of the project and ho* they *ere accompl#hedNantt Chart #ho*ng a hgh level #ummary of the actvte# and tmelne
#( A##e##ment and Mtgaton Technue#'hat r#(# occurred and *hat technue# *ere u#ed to mtgate the#e r#(#
Change Control< ualty and Confguraton Management Technue#'hat technue# *ere u#ed to en#ure change control< ualty and confguratonmanagement and ther effectvene##
Project Communcaton
State Or"ani#ation: 5elease 6(3 ITEC P1 0 88
Copyrght 1999-2010 State of Ban#a#
-
7/25/2019 b Appendix
43/43
'hat technue# *ere u#ed to en#ure communcaton and ther effectvene##Cu#tomer /!pectaton#
Eo* *ere cu#tomer e!pectaton# dentfed and met< technue# for handlng them'hat *ere the #ucce## factor# and ho* they *ere met
Project e#ult#
Stat#tcalG5nancal ataPlanned ers#s act#al final sc!ed#le data 2Estimated Cost at CompletionITEC P176 4
Planned ers#s act#al final reso#rce data
Planned ers#s act#al final project cost 2s!o#ld be bro%en do)n b& internal
and external cost for Plannin"- Exec#tion and Close0/#t4
%e##on# %earnedBey fndng# of the %e##on# %earned ncludng recommendaton#
Project:
A record of decisions made throughout the project. Information should include: the decision date, a description, meetingproject phase, the project phase(s) affected, the decision maker(s) and clarification comments, if needed.
De!i&ionDate De&!ri/tion of De!i&ion
Meetin" in)(i!( De!i&ion
Ma$e
'urrentProe!tP(a&e
Affe!te$Proe!tP(a&e
De!i&ionMa*er+&,